HAPS vs. SCDS ETF Comparison

Comparison of Harbor Corporate Culture Small Cap ETF (HAPS) to JPMorgan Fundamental Data Science Small Core ETF (SCDS)

HAPS

Harbor Corporate Culture Small Cap ETF

HAPS Description

The fund invests at least 80% of its total assets in securities that are included in the index. The index consists of a modified market capitalization-weighted portfolio of equity securities of approximately 200 small cap U.S. companies identified by Irrational Capital LLC those it believes to possess strong corporate culture based on its proprietary scoring methodology.

Grade (RS Rating)

Last Trade

$31.08

Average Daily Volume

121

Number of Holdings ^*

179

* may have additional holdings in another (foreign) market

SCDS

JPMorgan Fundamental Data Science Small Core ETF

SCDS Description

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of small cap companies. Many of the equity securities in the fund's portfolio are securities of companies in the financials, industrials and healthcare sectors. In managing the fund, the adviser employs a fundamental data science enabled investment approach that combines research, data insights, and risk management.

Grade (RS Rating)

Last Trade

$58.30

Average Daily Volume

Number of Holdings ^*

194

* may have additional holdings in another (foreign) market

Performance

Period	HAPS	SCDS
30 Days	5.32%	6.39%
60 Days	5.21%	6.07%
90 Days	10.83%	6.27%
12 Months	25.09%

24 Overlapping Holdings

Symbol	Grade	Weight in HAPS	Weight in SCDS	Overlap
AGIO	C	1.55%	0.92%	0.92%
BFH	C	0.57%	0.13%	0.13%
BY	B	0.17%	0.18%	0.17%
CARG	B	0.25%	0.36%	0.25%
CASH	B	0.43%	0.3%	0.3%
DOCN	C	0.26%	0.51%	0.26%
EFSC	B	0.47%	0.41%	0.41%
FRME	B	0.56%	0.83%	0.56%
HCAT	D	0.07%	0.26%	0.07%
HLNE	B	1.37%	1.62%	1.37%
HTH	C	0.32%	0.18%	0.18%
HURN	C	0.69%	0.19%	0.19%
LBRT	D	1.0%	0.29%	0.29%
MC	C	1.14%	0.35%	0.35%
OCFC	B	0.26%	0.37%	0.26%
OGS	A	1.24%	0.34%	0.34%
PLMR	A	0.5%	0.16%	0.16%
RDN	D	1.1%	0.78%	0.78%
RGNX	D	0.29%	0.29%	0.29%
SONO	C	0.38%	0.59%	0.38%
VERV	F	0.21%	0.11%	0.11%
VERX	A	0.35%	0.3%	0.3%
WGO	C	0.39%	0.56%	0.39%
ZETA	D	0.31%	0.26%	0.26%

HAPS Overweight 155 Positions Relative to SCDS

Symbol	Grade	Weight
AWI	A	2.18%
CBT	D	2.02%
PECO	A	1.99%
MOG.A	B	1.91%
ACLX	C	1.89%
RYTM	C	1.76%
EAT	A	1.72%
APLE	B	1.71%
PTCT	B	1.63%
LOPE	C	1.58%
AVT	C	1.53%
REZI	A	1.42%
NUVL	C	1.39%
KYMR	D	1.32%
HRI	C	1.32%
TNL	A	1.3%
KBH	D	1.26%
NSA	C	1.26%
GVA	A	1.25%
TEX	F	1.24%
KOS	D	1.2%
PIPR	A	1.17%
TPG	A	1.13%
SR	A	1.11%
YETI	D	1.02%
POWL	C	0.98%
CPA	D	0.96%
SGRY	F	0.95%
IVT	A	0.94%
NSP	F	0.9%
BROS	A	0.9%
NTLA	F	0.86%
AIN	C	0.8%
CAKE	C	0.79%
PSMT	D	0.78%
LAUR	A	0.77%
BHF	C	0.75%
FHB	B	0.74%
ALTR	B	0.74%
SXT	C	0.73%
DK	C	0.72%
UPWK	B	0.71%
WD	D	0.71%
STEP	C	0.69%
ACIW	B	0.68%
GSAT	C	0.66%
TRIP	F	0.64%
AUR	C	0.62%
WAFD	B	0.62%
BOX	B	0.62%
APPF	B	0.6%
TARS	C	0.6%
WK	B	0.57%
CCS	D	0.57%
KURA	F	0.56%
ALGT	B	0.55%
PI	D	0.55%
JBGS	F	0.55%
CMPR	D	0.54%
BANR	B	0.54%
COLL	F	0.51%
LGIH	F	0.51%
MD	C	0.5%
UPST	B	0.5%
TOWN	B	0.49%
BKE	B	0.49%
IRWD	F	0.49%
TROX	D	0.49%
FLYW	B	0.48%
TRMK	C	0.47%
FORM	D	0.45%
FROG	C	0.45%
WSBC	B	0.44%
TDC	D	0.44%
AESI	B	0.44%
PRVA	C	0.43%
ALRM	C	0.43%
CRAI	C	0.42%
SCSC	C	0.41%
NNI	D	0.4%
IDT	B	0.4%
SCS	C	0.39%
MCY	A	0.38%
PRGS	A	0.38%
LOB	C	0.37%
CSTL	D	0.35%
VBTX	B	0.35%
AMN	F	0.35%
KFRC	D	0.35%
RPD	B	0.34%
CENTA	C	0.33%
UAA	C	0.33%
PAR	A	0.31%
RYI	C	0.3%
DOLE	D	0.29%
VIAV	C	0.29%
ENV	B	0.28%
OXM	F	0.28%
OPEN	F	0.27%
EXPI	D	0.27%
KOP	C	0.27%
BRZE	C	0.27%
EXTR	C	0.26%
USNA	C	0.25%
BZH	C	0.25%
CALX	D	0.24%
INTA	B	0.23%
SPT	C	0.23%
CGEM	F	0.23%
OBK	C	0.22%
CSGS	B	0.21%
SPTN	D	0.21%
INFN	D	0.2%
PSCF	B	0.2%
SDGR	C	0.19%
FWRG	C	0.19%
SAGE	F	0.18%
PRA	C	0.17%
CARS	C	0.17%
ARLO	C	0.17%
ASAN	B	0.17%
LMB	B	0.17%
ALKT	B	0.16%
AMCX	C	0.16%
MBIN	F	0.15%
ATEN	A	0.15%
CERT	F	0.15%
AGS	A	0.14%
FC	F	0.14%
COUR	F	0.13%
VSAT	F	0.12%
UDMY	D	0.12%
GDYN	B	0.12%
YEXT	B	0.12%
HSTM	B	0.11%
ALTG	C	0.1%
BASE	B	0.1%
NABL	F	0.1%
RGP	F	0.1%
HVT	D	0.1%
ZIP	D	0.09%
MITK	C	0.09%
CHGG	C	0.09%
BIGC	B	0.08%
NEWT	C	0.08%
ENFN	B	0.08%
IRBT	F	0.06%
EB	C	0.06%
SAVE	F	0.05%
SEMR	C	0.04%
HMST	F	0.04%
GPRO	F	0.04%
DOMO	B	0.04%
VRA	C	0.03%
RMAX	C	0.03%

HAPS Underweight 170 Positions Relative to SCDS

Symbol	Grade	Weight
MLI	B	-1.47%
RHP	B	-1.24%
RUSHA	C	-1.18%
CHX	C	-1.16%
EXLS	B	-1.12%
BECN	B	-1.11%
SM	B	-1.1%
LTH	C	-1.0%
PCVX	D	-0.99%
HALO	F	-0.93%
KRG	B	-0.9%
SFM	A	-0.89%
PLXS	B	-0.89%
CRDO	B	-0.89%
BKU	A	-0.88%
BE	B	-0.87%
FIBK	B	-0.87%
WSFS	B	-0.87%
FFBC	B	-0.87%
ICUI	D	-0.85%
DRVN	B	-0.84%
BL	B	-0.84%
FRSH	B	-0.84%
VRTS	B	-0.84%
KTB	B	-0.83%
RMBS	B	-0.82%
AZZ	A	-0.81%
BPMC	B	-0.81%
FN	C	-0.79%
GPI	B	-0.79%
TCBK	C	-0.79%
INSM	C	-0.78%
MCRI	A	-0.78%
LCII	C	-0.77%
SHOO	F	-0.77%
WTS	B	-0.77%
CPK	A	-0.77%
MHO	D	-0.77%
TTMI	C	-0.76%
CHEF	A	-0.76%
QLYS	B	-0.76%
CSWI	B	-0.75%
IOSP	C	-0.75%
BUSE	B	-0.74%
CHCO	B	-0.73%
HQY	A	-0.73%
ABM	B	-0.72%
FOLD	F	-0.7%
DFIN	D	-0.68%
KN	B	-0.67%
UTZ	D	-0.67%
SYNA	C	-0.66%
PRM	C	-0.66%
BCPC	B	-0.66%
IRTC	C	-0.65%
NTB	B	-0.65%
POR	C	-0.63%
PRCT	B	-0.62%
EPC	F	-0.62%
GFF	A	-0.61%
INDB	B	-0.61%
VC	F	-0.61%
WHD	B	-0.58%
MYRG	B	-0.55%
HWKN	B	-0.54%
PTGX	D	-0.53%
YOU	D	-0.53%
QCRH	B	-0.52%
ENVA	B	-0.5%
ANF	F	-0.47%
VSH	F	-0.47%
PRIM	A	-0.45%
RVMD	C	-0.45%
JXN	C	-0.44%
SKYW	C	-0.44%
TNET	F	-0.43%
ROIC	A	-0.42%
EVRI	A	-0.42%
CDP	C	-0.42%
CSR	B	-0.42%
MRTN	D	-0.42%
ARVN	F	-0.42%
UTL	B	-0.41%
EPRT	B	-0.4%
INMD	C	-0.4%
PTVE	B	-0.39%
FA	C	-0.39%
BMI	B	-0.38%
BANF	B	-0.38%
ATEC	C	-0.37%
OFG	B	-0.36%
ACT	C	-0.36%
SMTC	B	-0.35%
PLOW	D	-0.35%
SHO	D	-0.34%
ANET	C	-0.33%
CTRE	C	-0.33%
DNOW	B	-0.33%
SAFT	B	-0.33%
POWI	F	-0.33%
LASR	D	-0.32%
ATRC	C	-0.32%
LADR	B	-0.31%
PLYM	F	-0.31%
TWST	F	-0.3%
EVH	F	-0.29%
AKRO	B	-0.29%
AMAL	B	-0.28%
RLAY	F	-0.28%
RXST	F	-0.28%
BBSI	B	-0.27%
OSBC	A	-0.26%
BAND	B	-0.25%
WTTR	A	-0.25%
UTMD	F	-0.25%
CWAN	B	-0.25%
HGV	C	-0.24%
VITL	D	-0.23%
MGNI	B	-0.23%
UIS	B	-0.23%
KAI	B	-0.23%
TMDX	F	-0.23%
LILAK	D	-0.22%
MRVI	F	-0.21%
ARCH	B	-0.21%
OOMA	B	-0.21%
OSW	B	-0.2%
THR	B	-0.19%
HCC	B	-0.19%
INSW	F	-0.19%
RLJ	C	-0.19%
BFST	C	-0.18%
XHR	B	-0.18%
OEC	C	-0.18%
INGN	C	-0.17%
ESGR	B	-0.17%
SHLS	F	-0.17%
LC	A	-0.17%
ARHS	F	-0.17%
RAMP	B	-0.17%
OSCR	D	-0.17%
HIMS	B	-0.15%
AIT	B	-0.15%
BTU	B	-0.15%
CWK	C	-0.15%
ACEL	C	-0.14%
GNW	A	-0.14%
BLBD	D	-0.14%
KWR	C	-0.13%
COOP	B	-0.13%
ITOS	F	-0.12%
THRY	D	-0.12%
BSIG	A	-0.12%
BLMN	F	-0.12%
REPL	D	-0.11%
TYRA	F	-0.11%
OMCL	C	-0.11%
CNNE	B	-0.11%
LGF.A	C	-0.1%
ALEC	F	-0.1%
MARA	B	-0.1%
TGTX	B	-0.09%
LPRO	B	-0.08%
JBI	F	-0.07%
CYRX	F	-0.07%
NKTX	F	-0.05%
AVNW	F	-0.05%
ALLO	F	-0.04%
ARWR	D	-0.03%
COHU	C	-0.02%